Kickoff scheduling for Ardcarne

Dear Niamh, Welcome aboard. As of today, 1 Oct 2026, Ardcarne Life Assurance is a BB-Demo Enterprise customer, and I will be your Customer Success Manager from Amsterdam. To confirm where we are: the contract runs to 30 Sep 2027, with 150 licensed users and the subscription at £125,000 a year. I would like to arrange the kickoff meeting next week, and I propose the following agenda: - the business outcome you want for broker distribution and customer service - the first systems to connect, and who at Ardcarne owns each one - the people who should be named as administrators and early users - the written plan and the actions that follow from the meeting Could you tell me which days suit you and your team? I will make sure that the agenda and the actions are sent in writing before and after the meeting. Kind regards, Elena

Dear Elena, Thank you, and apologies for the slow reply. It has been a busy few days here. The outcome I care about is simple: one view of each broker firm, so that distribution and customer service work from the same picture. What does good look like for the brokers? That should be the test for everything in the plan. The agenda looks right to me, though let's not over-engineer the first phase. I would rather connect the two or three systems that matter most and get people asking real questions than try to cover everything at once. I also need our CISO comfortable with each connection, so please include him in the session on the systems. Tuesday or Wednesday morning would suit me best. Best, Niamh

Dear Niamh, Thank you, that is very helpful. To confirm what I have taken from your note: - we start with the few systems that matter most to broker distribution and customer service, and keep the first phase deliberately small - your CISO will be invited to the session on the systems, and no connection will be set up without his agreement - the kickoff will be on Tuesday or Wednesday morning, and I will send an invitation with a fixed time shortly I will make sure that the written agenda reaches you the day before the meeting. If you can send me the names of the people you would like to attend, I will add them to the invitation. Kind regards, Elena